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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Guest Articles
Roku (ROKU)
Trade Note
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Atkore (ATKR)
Berkshire Hathaway (BRK/B)
Markel (MKL)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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David Poppe
Vulcan Materials (VMC)
United Rentals (URI)
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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YPF (YPF)
Omni Bridgeway (OBL/AX IMMFF)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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nuclear power
Paradigm Mastermind Group
Structure Therapeutics (GPCR)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Trade Note
Pershing Square Holdings (PSH/AS PSHZF)
UIPath (PATH)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Trade Note
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Advanced Micro Devices (AMD)
Pernod Ricard (RI/PA PRNDY PDRDF)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Kinsale Capital (KNSL)
Teqnion (TEQ/ST)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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American Tower (AMT)
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Boston Omaha (BOC)
Friday File
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Market Vectors Gold Miners ETF (GDX)
Royal Philips (PHG)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Toast (TOST)
David Einhorn
Equitrans (ETRN)
From
Stock Gumshoe
More Advertising for the Lock Box
March 14, 2024
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$100K Lock Box
PubMatic (PUBM)
Magnite (MGNI)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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Travelers (TRV)
Dino Polska (DNP/W DNOPY)
Markel (MKL)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Big Picture / Asset Allocation
Ethereum (ETH)
Toast (TOST)
From
Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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John Deere (DE)
ARM Holdings (ARM)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Markel (MKL)
Friday File
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Diageo (DEO)
AGCO (AGCO)
From
Stock Gumshoe
Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Taiwan Semiconductor (TSM)
Nvidia (NVDA)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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AON (AON)
Marsh & McLennan (MMC)
Friday File
From
Stock Gumshoe
Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Cisco (CSCO)
Atkore (ATKR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Stocks
Liberty Braves (BATRA BATRB BATRK)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Boston Omaha (BOC)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Toast (TOST)
Brookfield Corp (BN)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Huntington Ingalls Industries (HII)
Black Stone Minerals (BSM)
Friday File
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Markel (MKL)
Hedging
Friday File
From
Stock Gumshoe
Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Dino Polska (DNP/W DNOPY)
Markel (MKL)
Prologis (PLD)
From
Stock Gumshoe
Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chapters Group (CHG/DE)
Trade Note
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Medical Properties Trust (MPW)
Berry Petroleum (BRY)
Foreign Investments
From
Stock Gumshoe
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